Financial Advisor

Whether you are building your personal wealth or already retired and looking for income, I can help you. Using a personalized planning process I first help to define each client’s goals, and together we develop a strategy to help achieve those goals.

Each client will have different needs:

* Planning for retirement
* Income during retirement
* Education and college planning
* Estate planning

To help fulfill these needs I can help determine a plan, suggest an asset allocation strategy, implement the plan, and monitor and adjust the portfolios as needed. I offer a complimentary consultation where we can explore your goals and see if we are a good fit.

First of all I would like to say thank you for making the buying process smooth and exciting!
The thing that I appreciated the most is that I had the feeling that you were really working for me! You listened to what I wanted and tried to get the best deal for me and did not try to convince me otherwise.
In my past experiences I had the feeling that the realtor wanted to make sure that there would be a sale regardless if I was happy with the deal or not. The fact that you were working very closely with my Lender was also a positive experience for me. I did not have to play as the middleman trying to keep you both informed of the process.
Thank you again and I hope that we will have the opportunity to do more business in the future!
Joseph and Maria Luta – Purchased an Investment Property in Renton – 2015

We were very happy with the level of service you provided. You gave us great insight to the various areas we were looking at. Coming from out of state it was hard not knowing the market up here. You made it easy. Tony, you really earned our respect. You even found someone to show us around when we could only come up on a weekend you were out of town. You always returned my emails and calls promptly. I really liked the fact that you read into what we were looking for in a home. You knew the areas well and even gave pointers about the commute times I could face for work. I appreciate all that you did and would refer you to a friend or family member in the future. Thank you for everything!!!
Jennifer & Jeff Killingsworth – Purchased in Issaquah – 2009